I am the team leader of the Poole Private Client Team here at Trethowans. I have been advising clients on a wide range of issues for over 10 years and undertake all areas of private client work, including estate administration, setting up trusts, trust administration, inheritance and capital gains tax planning, the preparation of wills, Powers of Attorney and Court of Protection application.

I have experience in dealing with complicated estate administration matters and complex applications to the Court of Protection. I work closely with the Agricultural and Rural Property Team when an administration involves farming assets to achieve the best solution for the client and beneficiaries.

I have been recognised as a key contact by theĀ Legal 500 (2017) and am currently studying towards my ATT (Associated Tax Technician) qualification, which will benefit my clients through the experience I’ve gained.

Areas of Expertise

Wills
Powers of Attorney
Money and Personal Affairs Management
Taxes : Advice, Calculation and Payment
Trusts
Court of Protection
Probate and Estates Administration

Areas of Expertise

Wills
Powers of Attorney
Money and Personal Affairs Management
Taxes : Advice, Calculation and Payment
Trusts
Court of Protection
Probate and Estates Administration